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Order View: Use this view to create, review, and edit orders, and to monitor the status of orders over the course of the trading day.
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Profit-Loss View: Use this view to monitor your profits and losses for portfolios, security groupings, and individual positions. Profit and loss figures appear in green and red text respectively.
Product Description
About this Product
Industry standard multi-asset, multi-currency, full-lifecycle OMS, including pre-trade and post-trade compliance, enabling wealth managers to efficiently implement investment strategies and monitor portfolios.
- From portfolio modeling and trade creation through to order management, execution, allocation, and settlement.
- Pre-Trade & Post-Trade compliance to trade with confidence and ensure you’re operating within client, firm, and regulatory mandates.
- Intraday Cash Management and P&L Views provide additional decision support.
- Robust pre- and post-trade connectivity with multiple custodians and trading venues
- Integration with 20+ algorithmic trading partners, the top dark pools, and major fixed income execution venues.
About SS&C | Advent
SS&C Advent is laser focused on helping our clients compete and thrive. Our solutions eliminate boundaries between systems, people and information. So you can make better informed decisions, accomplish more in less time, manage and minimize risks, and comply with complex regulations. Today, as a business unit of SS&C, our commitment to your success is as strong as ever. And our ability to deliver has been strengthened by SS&C's vast global portfolio of technology applications and services. Our combined companies deliver innovative solutions to more than 10,000 financial services organizations worldwide. Together with our clients, we are continuing to transform the investment management industry.
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Product Details
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Integration Capabilities
Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.